Change Orders
Learn how to create and manage scope changes
23 articles
Change Orders Overview
How to Create and Send a Change Order
How to Convert a PDF Template to ArcSite with AIUpload an existing PDF and let ArcSite's AI convert it into a native block-based template
Using the Block-Based Template EditorBuild and customize proposal templates using the new block-based editor with drag-and-drop blocks, styling controls, and company branding colors
Email Proposal Links and Digital Acceptance
How to Edit Invoice Amounts on an ArcSite ProposalAdjust invoice amounts on an approved proposal before recording a payment.
How to Apply a Paper Check to an ArcSite InvoiceProcess of recording manual payments including check, wire, cash, and other.
How to Create a Proposal TemplateHow to create an output template (format for your proposal, inspection report, crew sheet, etc.) and put it to live use
Testing your Proposal Template
Customize Default Proposal, Invoice, and Change Order email templates
Proposal Template Sections OverviewEach template can be comprised of individual section blocks. We offer a range of prebuilt sections that you can use to build unique outputs.
Creating Your First Proposal, Testing
Combine your drawings into a single Takeoff or Estimate
Drawing Section - TemplateLearn how you can insert your drawing into the body of your proposal using the template builder.
Additional Information
Using Conditional Texts in Proposal TemplatesConditional Texts in the Proposal Template editor create dynamic templates. This feature shows or hides content in the final proposal by linking visibility to custom field data, automating proposal customization…
Template Builder Page SetupLearn how to establish the page format and margins for your template.
Create and Send Digital ProposalsCreate a proposal and send email link for customer to review
Mark Proposals as Lost or Void
The Proposal Table View
Proposal Presentation Mode
Managing Your Proposal Templates
Company Info Section